How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Royal Harbor Partners,

13F Portfolio OverlapQ1 2026Royal Harbor Partners, portfolio →

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Most similar hedge funds by 13F overlap

Royal Harbor Partners, LLC is an institutional investor managing $295M across 51 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Royal Harbor Partners, are Bangor Savings Bank, NavPoint Financial,, Cassaday & Wealth, with shared positions in $SNOW, $GLDM, $MCD, $BA, $OKE, $EPD. The full ranking of 25 similar funds is below.

#1Bangor Savings BankActive

Notable overlap · 4 shared positions

$SNOW $GLDM $MCD $BA

$1.3B

542 positions

#2NavPoint Financial, Inc.Active

Notable overlap · 3 shared positions

$SNOW $GLDM $MCD

$247M

71 positions

#3Cassaday & Co Wealth Management LLCActive

Notable overlap · 3 shared positions

$SNOW $GLDM $MCD

$4.7B

1,361 positions

#4Beckerman Institutional, LLCPassive

Notable overlap · 3 shared positions

$SNOW $GLDM $OKE

$188M

121 positions

#5Smart Money Group LLCSmart money

Notable overlap · 4 shared positions

$SNOW $GLDM $EPD $LMT

$344M

84 positions

#6SOUTHERN MICHIGAN BANK & TRUSTActive

Some overlap · 3 shared positions

$SNOW $MCD $LMT

$261M

424 positions

#7BCM ADVISORS, LLCActive

Some overlap · 3 shared positions

$SNOW $GLDM $EPD

$507M

78 positions

#8Red Mountain Financial, LLCPassive

Some overlap · 3 shared positions

$SNOW $MCD $LMT

$106M

79 positions

#9MFA WEALTH ADVISORS, LLCActive

Some overlap · 4 shared positions

$SNOW $BA $OKE $LMT

$508M

88 positions

#10Sequent Asset Management, LLC

Some overlap · 3 shared positions

$SNOW $EPD $SLB

$225M

99 positions

#11Blackhawk Capital Partners, LLCPassive

Some overlap · 3 shared positions

$SNOW $PWR $BA

$273M

141 positions

#12ACCESS FINANCIAL SERVICES, INC.Active

Some overlap · 3 shared positions

$SNOW $PWR $LMT

$282M

95 positions

#13PURE PORTFOLIOS HOLDINGS LLC

Some overlap · 3 shared positions

$SNOW $BA $LMT

$332M

104 positions

#14D'Orazio & Associates, Inc.Active

Some overlap · 3 shared positions

$SNOW $BA $LMT

$772M

299 positions

#15CHRISTINE MESSMER PCActive

Some overlap · 3 shared positions

$SNOW $OKE $LMT

$156M

80 positions

#16MBM WEALTH CONSULTANTS, LLCPassive

Some overlap · 3 shared positions

$SNOW $OKE $LMT

$436M

387 positions

#17Retirement Investment Advisors, Inc.Smart money

Some overlap · 4 shared positions

$SNOW $OKE $MCD $EPD

$1.2B

67 positions

#18BankPlus Wealth Management LLCActive

Some overlap · 3 shared positions

$SNOW $OKE $LMT

$194M

117 positions

#19Greystone Financial Group, LLCPassive

Some overlap · 3 shared positions

$SNOW $MCD $LMT

$353M

78 positions

#20Certified Advisory CorpPassive

Some overlap · 3 shared positions

$SNOW $EPD $LMT

$1.1B

318 positions

#21Strategic Equity ManagementPassive

Some overlap · 3 shared positions

$SNOW $BA $LMT

$266M

70 positions

#22FIRST NATIONAL BANK & TRUST CO OF NEWTOWNActive

Some overlap · 3 shared positions

$SNOW $MCD $LMT

$464M

142 positions

#23Vertrix Wealth Management, LLCPassive

Some overlap · 3 shared positions

$SNOW $MCD $LMT

$272M

95 positions

#24Team Financial Group, LLCActive

Some overlap · 3 shared positions

$GLDM $SNOW $OKE

$220M

273 positions

#25Carolina Wealth Advisors, LLCPassive

Some overlap · 3 shared positions

$GLDM $MCD $LMT

$240M

278 positions

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Similarity is derived from each fund’s latest 13F-HR filing with the SEC. Funds are ranked by the overlap of distinctive conviction holdings; near-universal mega-cap positions are excluded so the ranking reflects shared strategy, not common index exposure. Data is informational only and not investment advice.